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Today’s News
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PIMCO: Overall US tariff level still high despite exemptions
The president has signalled some flexibility on tariffs but remains committed to his broader trade policy agenda. Libby… Read more
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Guest insight: Artemis’ Andy Gray identifies three overlooked opportunities blooming into tomorrow’s quality compounders
In the following insight for Wealth DFM, Andy Gray, co-manager of the Artemis UK Special Situations Fund, outlines… Read more
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ClearBridge Investments: Infrastructure poised to mostly weather US tariff storm
Nick Langley, Portfolio Manager at ClearBridge Investments provide his view that a new regime of tariffs will likely… Read more
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Ninety One: Trade shock accelerates China’s strategic pivot
Iain Cunningham, Head of Multi-Asset Growth at Ninety One, explores China’s structural shift towards a consumption-driven growth model… Read more
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Polar Capital’s Nick Davis comments on the promising outlook for Europe this year
With European markets entering 2025 on firmer footing, Nick Davis, Fund Manager at Polar Capital, outlines why the… Read more
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Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza
This week on the IFA Talk podcast, hosts Matt and Sue tackle one of the most significant developments shaking global… Read more
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UK inflation dips – but wealth managers eye the storm ahead. Industry reacts to latest data
UK inflation surprised to the downside in March, with the headline Consumer Price Index (CPI) falling to 2.6%—below… Read more
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Capital.com: Gold (XAU/USD) rally pauses as sentiment improves, RSI signals potential pullback
Gold prices have pulled back from last week’s highs, as market sentiment improves following tariff exemptions on select… Read more
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Evelyn Partners’ Core MPS shifts from corporate bonds and US Treasuries towards long-dated UK gilts
Evelyn Partners made no changes to the overall mix between equities, bonds and alternatives in its Core Managed… Read more
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Neuberger Berman: First principles in the face of investment uncertainty
The current situation is unusually difficult to model, and that reinforces the first principles of investment: know your… Read more
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Latest Publications
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Are emerging markets entering a new investment era? | Wealth DFM 24 | June/July 2026
Welcome to the Summer edition of Wealth DFM Magazine. With tensions still ongoing in the Middle East, along with heightened…
